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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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92 results found

  1. Pls provide module wise transaction locking system

    Pls provide module wise transaction locking system

    2 votes
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  2. user ID should be included in each transaction,

    user ID should be included in each transaction,

    2 votes
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  3. Currency adjustment for a date range say full month of October for all the transactions in October in foreign currency

    To be able to convert to base currency of all General Ledger (GL) Accounts in foreign currency at month-end or quarter-end. The existing now is for a day. This will be tedious if you want to close your month or quarter and enter each conversion daily. By having this option, all foreign currency GL accounts will be converted to the base currency.

    2 votes
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  4. Simple oData Feed for Excel

    The Rest Api is simply to complicated for novice user without development skills.

    Add support for oData and allow Excel to easily connect to Tenant Service

    2 votes
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    1 comment  ·  Transactions  ·  Admin →
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  5. report page numbers

    Please add a page number on transaction reports.

    1 vote
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  6. Has image column on categorization page

    Show whether there is an image attached to a transaction on the categorization page

    1 vote
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  7. 1 vote
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  8. 1 vote
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  9. 1 vote
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  10. USE UNUSED CREDIT IN SINGLE CLICK

    Please allow credits to be applied to next recurring invoice automatically.
    With auto pay there is not a time slot to apply credits to next invoice.

    1 vote
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  11. For any transaction provide the option to view the same in Journal format, by clicking on the respective sales / purchase / expense bill.

    While viewing any entry in one account, not able to see which are all the accounts effected in a particular entry of sales/ purchase/expense

    1 vote
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  12. Transfer Order

    Custom Fields on Transfer Orders.

    1 vote
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  13. provide an undo option in order to retrieve accidentally deleted data

    I just deleted a quotation that I had spent some time working on. Unfortunately there was no way to undo deletion. There should be someway to retrieve data that has been accidentally deleted. You could create a window of 1 day or 1 hour or even 5 minutes for which the data will be temporarily backed up in order to give the person a chance to rethink and undo his action.

    1 vote
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  14. 1 vote
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  15. incorporate a price control feature in the SO module

    When a user creates a row in the item table, after selecting the item, the table will automatically populate the Rate column, depending on the Item selected, and other fields selected, and the user cannot change the Rate to a lower number than the predefined number

    1 vote
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  16. Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    Gostaria de Poder Colocar as Fotos dos Productos para poder identificar melhor os mesmo...

    1 vote
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  17. Hello, I would like to have the option in the CF fields drop down, to change the ranking of the options

    I'm using dropdown to indicate the VAT period, and would like to slide the past periods to the bottom of the drop down, so the current comes first at data entry time

    1 vote
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  18. Option to view other attached documents in document preview

    Currently when viewing attached documents on any transaction we have to select the document we want to see, the preview opens and displays the document, at the top of the preview it tells us which document number of multiple documents we are previewing (i.e. 2 of 4), to view next document we have to get out of the preview and select the next document.

    Can we have an option to view next or previous document at the top of the preview so we don't have to get out each time to view other documents?

    1 vote
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  19. Import Sales and Transaction Data from Square into Zoho Books for up to two years

    If I am in the middle of switching over from one old system to Zoho Books, I should have the ability to import the majority of my data into the system so I can use the one new system without having to refer back to a program I may not have access to anymore. The program only allows up to 30 past days worth of data which is useless, because the new business calendar year is from Jan 1st.

    1 vote
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  20. allow the default date to be either today's date, OR the last date used

    When entering historic data, it can be quite annoying to have to change the date, with multiple clicks. for every transaction. Most desktop accounting packages have this option. It would be a welcome change here.

    1 vote
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